Carrier Billing Report

The Carrier Billing report can help you gain more information and balance details back to carrier monthly billing statements. This report can be run by a specific date range, by carrier, plan types, employee status, and even different employee departments. Output details may include age bands, amount of coverage, rate and record counts, premiums, and total volume for easy reconciliation against carrier invoices.

Enabling Carrier Billing Report Permission
  • Expand Setup and click Administrators.

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  • Click the name of the user that should have permission to the Carrier Billing Report.

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  • Click the Page Settings tab.

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  • From the reports section, scroll through and enable Carrier Billing with the checkbox.

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  • Save any changes.
  • The user may need to sign out and back in to see the option
Navigating to Carrier Billing Report

If the option is not listed under Reports, you may need to enable permission with the steps from above. If you recently enabled the Carrier Billing permission, you may need to sign out and back in to see the option

Expand Reports and click Carrier Billing Report from the menu.

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Running the Carrier Billing Report

When running the carrier billing report, we advise going through it step-by-step as the options for some steps are dependent on your selection in the previous step.

  • Select a Package - Select the benefits package. You can only select one package. Based on the package selected, the "Select Carrier" field will populate with the Carrier(s) associated with the selected Package.
  • Enter a Start Date - Based on the Dates entered, only employees enrolled in the selected Benefit Type/Plans will be available on the report. For example, if you want a snapshot of demographic/benefit activity during 5/1/2016 - 5/31/2016, use those dates to populate the report.
  • Enter an End Date - Based on the Dates entered, only employees enrolled in the selected Benefit Type/Plans will be available on the report. For example, if you want a snapshot of demographic/benefit activity during 5/1/2016 - 5/31/2016, use those dates to populate the report.
  • Select Carrier - You can select one or multiple Carriers. Based on the Carrier(s) selected, the Benefit Type will refresh and populate the Benefit Type(s) associated with the selected Carrier(s).
    • If no Carriers are displaying, you will need to set up a Carrier by navigating to Settings > Benefit Management > Carriers. For more information about setting up carriers, you can refer to the following article.
    • Once a Carrier is created, you will need to assign a Carrier to a Benefit Plan. To do this, navigate to Settings > Benefit Management and select a Package. Click on the tab "Step 2", select a Benefit Plan, select a Carrier from the drop-down, and click Save. For more information about setting up the carrier for a benefit plan, you can refer to the following article.
  • Select Benefit Type - You can select one or multiple Benefit Types. Based on the Benefit Type(s) selected, the Benefit Plan will refresh and populate the Benefit Plan(s) associated with the selected Benefit Type(s).
    • If Benefit Types are not displaying, please select a Carrier. Benefit Types will only display once a Carrier is selected. If you have selected a Carrier and Benefit Types are still not displaying, then please assign a Carrier at the Benefit Plan Level. To do this, navigate to Settings > Benefit Management and select a Package. Click on the tab "Step 2", select a Benefit Plan, select a Carrier from the drop-down, and click Save. For more information about setting up the carrier for a benefit plan, you can refer to the following article.
  • Select Benefit Plan - You can select one or multiple Benefit Plan(s). If Benefit Plans are not displaying, select a Benefit Type. Benefit Plans will only display once a Carrier and a Benefit Type have been selected.
  • Select Employee Department - You can select one or multiple Employee Departments.
  • Select Employee Status - You can select one or multiple Employee Statuses.
  • Include Test Employees - By enabling this option, employees with the first and/or last name of "Test" will be included. If not enabled, employees with the first and/or last name of "Test" will be automatically excluded from the report.

Click Refresh and click the adobepdf.gif PDF and/or excel.gif Excel icons to download and review your reports.

 

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